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Illumina, Inc. (ILMN) Q4 2025 Earnings Call Transcript

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Illumina, Inc. (ILMN) Q4 2025 Earnings Call February 5, 2026 4:30 PM EST

Company Participants

Conor Noel McNamara – VP of Investor Relations
Jacob Thaysen – CEO, Interim Chief Commercial Officer & Director
Ankur Dhingra – Chief Financial Officer

Conference Call Participants

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Douglas Schenkel – Wolfe Research, LLC
Vijay Kumar – Evercore ISI Institutional Equities, Research Division
Puneet Souda – Leerink Partners LLC, Research Division
Tycho Peterson – Jefferies LLC, Research Division
Michael Ryskin – BofA Securities, Research Division
Kyle Mikson – Canaccord Genuity Corp., Research Division
Daniel Arias – Stifel, Nicolaus & Company, Incorporated, Research Division
Jack Meehan – Nephron Research LLC
Casey Woodring – JPMorgan Chase & Co, Research Division
David Westenberg – Piper Sandler & Co., Research Division
Subhalaxmi Nambi – Guggenheim Securities, LLC, Research Division

Presentation

Operator

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Good day, ladies and gentlemen. Welcome to the Fourth Quarter 2025 Illumina Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the call over to Head of Investor Relations, Conor McNamara.

Conor Noel McNamara
VP of Investor Relations

Hello, everyone, and welcome to Illumina’s Fourth Quarter 2025 Earnings Call. Today, we will review our financial results released after the market close and provide prepared remarks before opening the line for Q&A. Our earnings release is available in the Investor Relations section of illumina.com. Joining us on today’s call are Jacob Thaysen, Chief Executive Officer; and Ankur Dhingra, Chief Financial Officer. Jacob will start with an update on Illumina’s business, followed by Ankur’s review of the company’s financials.

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We will be discussing certain non-GAAP financial measures on today’s call, and a reconciliation to GAAP can be found in today’s release and in the supplementary data available on our website. Please note that unless otherwise stated or when referring to end markets, all year-over-year revenue growth rates discussed in our prepared remarks are

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